Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53.9B
AUM Growth
-$21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,068
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$166M
3
+$94.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$78.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$74.7M

Top Sells

1
+$109M
2
+$84.5M
3
+$76.2M
4
AMZN icon
Amazon
AMZN
+$43.2M
5
PEP icon
PepsiCo
PEP
+$39.6M

Sector Composition

1 Technology 8.19%
2 Financials 4.43%
3 Consumer Discretionary 2.64%
4 Healthcare 2.52%
5 Industrials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$917K ﹤0.01%
14,783
+2,809
1277
$914K ﹤0.01%
107,056
-12,135
1278
$912K ﹤0.01%
4,433
+84
1279
$911K ﹤0.01%
11,866
-2,734
1280
$910K ﹤0.01%
2,208
+89
1281
$908K ﹤0.01%
+67,555
1282
$901K ﹤0.01%
59,462
-366
1283
$899K ﹤0.01%
11,179
+1,381
1284
$898K ﹤0.01%
9,386
+191
1285
$896K ﹤0.01%
8,428
+249
1286
$895K ﹤0.01%
42,264
+708
1287
$893K ﹤0.01%
18,671
+3,018
1288
$893K ﹤0.01%
25,685
+2,454
1289
$891K ﹤0.01%
5,027
+1,167
1290
$891K ﹤0.01%
29,392
+8,730
1291
$890K ﹤0.01%
12,051
+1,016
1292
$888K ﹤0.01%
8,505
+547
1293
$886K ﹤0.01%
18,453
-187
1294
$884K ﹤0.01%
18,585
-684
1295
$884K ﹤0.01%
14,763
+9,608
1296
$883K ﹤0.01%
29,788
+9,788
1297
$877K ﹤0.01%
+19,108
1298
$877K ﹤0.01%
41,987
-340
1299
$876K ﹤0.01%
9,444
+3,254
1300
$874K ﹤0.01%
27,706
-2,792
50 51
52
53 54